BIA
Bigelow Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
3,038
+1
| +0% | +$216 | 0.29% | 88 |
|
|
2025
Q1 | $606K | Sell |
3,037
-185
| -6% | -$36.9K | 0.29% | 92 |
|
|
2024
Q4 | $712K | Buy |
3,222
+138
| +4% | +$30.5K | 0.33% | 83 |
|
|
2024
Q3 | $681K | Sell |
3,084
-22
| -0.7% | -$4.86K | 0.3% | 95 |
|
|
2024
Q2 | $630K | Buy |
3,106
+1
| +0% | +$203 | 0.3% | 93 |
|
|
2024
Q1 | $653K | Sell |
3,105
-80
| -3% | -$16.8K | 0.32% | 88 |
|
|
2023
Q4 | $639K | Sell |
3,185
-234
| -7% | -$47K | 0.35% | 81 |
|
|
2023
Q3 | $604K | Hold |
3,419
| – | – | 0.35% | 81 |
|
|
2023
Q2 | $640K | Buy |
3,419
+1
| +0% | +$187 | 0.35% | 81 |
|
|
2023
Q1 | $610K | Sell |
3,418
-308
| -8% | -$54.9K | 0.35% | 84 |
|
|
2022
Q4 | $650K | Sell |
3,726
-23
| -0.6% | -$4.01K | 0.38% | 81 |
|
|
2022
Q3 | $618K | Sell |
3,749
-65
| -2% | -$10.7K | 0.37% | 76 |
|
|
2022
Q2 | $646K | Sell |
3,814
-18
| -0.5% | -$3.05K | 0.36% | 76 |
|
|
2022
Q1 | $786K | Sell |
3,832
-39
| -1% | -$8K | 0.37% | 73 |
|
|
2021
Q4 | $861K | Sell |
3,871
-219
| -5% | -$48.7K | 0.39% | 68 |
|
|
2021
Q3 | $895K | Buy |
4,090
+160
| +4% | +$35K | 0.44% | 64 |
|
|
2021
Q2 | $901K | Hold |
3,930
| – | – | 0.44% | 62 |
|
|
2021
Q1 | $868K | Sell |
3,930
-175
| -4% | -$38.7K | 0.44% | 64 |
|
|
2020
Q4 | $805K | Buy |
4,105
+1
| +0% | +$196 | 0.43% | 63 |
|
|
2020
Q3 | $615K | Sell |
4,104
-70
| -2% | -$10.5K | 0.36% | 71 |
|
|
2020
Q2 | $598K | Sell |
4,174
-1,268
| -23% | -$182K | 0.39% | 67 |
|
|
2020
Q1 | $623K | Sell |
5,442
-1,866
| -26% | -$214K | 0.47% | 58 |
|
|
2019
Q4 | $1.21M | Buy |
7,308
+1
| +0% | +$166 | 0.71% | 35 |
|
|
2019
Q3 | $1.11M | Hold |
7,307
| – | – | 0.7% | 35 |
|
|
2019
Q2 | $1.14M | Buy |
7,307
+21
| +0.3% | +$3.27K | 0.76% | 35 |
|
|
2019
Q1 | $1.12M | Buy |
7,286
+169
| +2% | +$25.9K | 0.77% | 36 |
|
|
2018
Q4 | $953K | Sell |
7,117
-765
| -10% | -$102K | 0.71% | 36 |
|
|
2018
Q3 | $1.33M | Buy |
7,882
+54
| +0.7% | +$9.11K | 0.89% | 30 |
|
|
2018
Q2 | $1.28M | Buy |
7,828
+1,405
| +22% | +$230K | 0.88% | 30 |
|
|
2018
Q1 | $975K | Buy |
6,423
+160
| +3% | +$24.3K | 0.66% | 42 |
|
|
2017
Q4 | $955K | Buy |
+6,263
| New | +$955K | 0.95% | 26 |
|